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Who We Are

Joseph DaGrosa, Jr. Headshot

Joseph DaGrosa, Jr.

Chairman &
CEO

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Ray Joseph Headshot

Ray Joseph

Chief Investment
Officer

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Gary J. Bachman Headshot

Gary J. Bachman

President &
Chief Financial Officer

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Stephanie L Brown Headshot

Stephanie L. Brown

Chief Distribution
Officer

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Adrain l Bryant Headshot

Adrain L. Bryant

Chief Legal Officer

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Karrie J. Jerry Headshot

Karrie J. Jerry

Chief Compliance Officer

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Adam Kaplan Headshot

Adam Kaplan

Chief Administrative Officer

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Leslie Marcus Headshot

Leslie Marcus, CFA

Chief Marketing Officer

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Katie Calvert Headshot

Katie Calvert

Vice President
Director of Conferences & Events

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Shane Cunningham Headshot

Shane Cunningham

Managing Director
U.S. Offshore, LATAM & Florida

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Daryl Gengler Headshot

Daryl Gengler

Vice President
Director of Fund Operations

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Darlenes Mack Headshot

Darlenes Mack

Associate Director of
Administration

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Michael Maddox Headshot

Michael Maddox

Senior Vice President
Regional Director, West Coast & Central

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Cheryl McCarthy Headshot

Cheryl McCarthy

Senior Vice President
Regional Director, NE, Midwest, & SE

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Michelle Moore Headshot

Michelle Moore

Managing Director,
IBD Channel

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Kristy Nguyen Headshot

Kristy Nguyen, CFA

Senior Vice President
Director of Investments

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Board of Directors & Senior Advisors

Strategic Expertise.1
Empowering Opportunity.

Unlocking opportunities in private markets.

CONTACT US

1 Strategic expertise is from the Core Independent Managers and/or Sub-Advisors for each strategy.